Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
KMRSF NA 6.55% NA NA NA NA NA
Data as of 09/26/2025, Common starting date is 03/01/2023
More Performance Analytics Comparison
Name Start Date End Date
KMRSF 03/01/2023 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023
Annualized Return (%) 0.00 6.55 NA NA NA NA NA 3.39 6.20 5.57
Sharpe Ratio NA 0.78 NA NA NA NA NA 0.42 0.61 0.71
Standard Deviation(%) NA 4.50 NA NA NA NA NA 3.90 4.24 4.19
Draw Down(%) NA 0.00 NA NA NA NA NA 0.00 0.00 0.00
Yield(%) 0.00 6.25 4.85 2.91 1.45 0.97 0.73 3.28 5.92 5.35
Data as of 09/26/2025, Common starting date is 03/01/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KMRSF (KMRSF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KMRSF (KMRSF) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return